IICHX Mutual Fund

NAV$12.60

Returns Overview

1 Month
+0.33%
3 Months
+8.67%
6 Months
+7.81%
YTD
+7.52%
1 Year
+18.20%
3 Years (annualized)
+18.14%
5 Years (annualized)
+13.58%
10 Years (annualized)
+11.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would IICHX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+9.51%
vs Peers
-1.99%

IICHX Mutual Fund Performance

IICHX performance across multiple time periods: 1-month 0.33%, YTD 7.52%, 1-year 18.20%, 3-year 18.14%, 5-year 13.58%, 10-year 11.14%.

IICHX returns trail the peer average of 9.51% YTD. With an expense ratio of 1.65%, investors should weigh costs against performance when evaluating this mutual fund.

IICHX performance comparison shows side-by-side returns with another fund. IICHX alternatives are available in the Mutual Fund Screener.